Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
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NEWPORT BEACH, Calif., March 29, 2021 – Beacon Pointe Advisors has hired Julien Frazzo to the newly created role of Director of…
The COVID-19 pandemic has left organizations with greater need than ever before. As many non-profits are striving to balance budgets…
Authored by : Director of Asset Allocation, Stephen Marshall and Gabriel Husain Kennan, Senior Associate – Institutional Consulting Services * …
When an organization establishes the notion that they will be in existence for perpetuity, it may be wise to consider…
“An effective spirit on a board is one that attracts its members, makes them want to work with one another,…
Beacon Pointe’s Institutional Consulting Services Group was proud to participate in the 2020 Auxiliary Organizations Association (AOA) Conference for the…
You are the director of a non-profit organization. You have a well-articulated mission that details all of the amazing accomplishments you wish to attain within your organization and the community you serve. At the table you now sit across from a dozen or so bright and accomplished individuals with myriad capacities and potential contributions. You find yourself, however,…
Beacon Pointe’s Institutional Consulting Services Group attended the 2019 Auxiliary Organizations Association (AOA) Conference for the sixth year in a row. Beacon…
Beacon Pointe hosts its 8th consecutive investment forum at its headquarters in Newport Beach, CA – this year, in 2019,…
